$90.6 Million is the total value of Wambolt & Associates, LLC's 143 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-29
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
UNITED PARCEL SERVICE INC | 20 | Q3 2023 | 6.1% |
APPLE INC | 20 | Q3 2023 | 3.8% |
MICROSOFT CORP | 20 | Q3 2023 | 3.2% |
INVESCO EXCHANGE TRADED FD T | 20 | Q3 2023 | 2.5% |
ISHARES TR | 20 | Q3 2023 | 2.7% |
MAIN STREET CAPITAL CORP | 20 | Q3 2023 | 2.7% |
DIREXION SHS ETF TR | 20 | Q3 2023 | 1.9% |
INVESCO EXCH TRADED FD TR II | 20 | Q3 2023 | 2.7% |
SPDR INDEX SHS FDS | 20 | Q3 2023 | 2.2% |
ALPS ETF TR | 20 | Q3 2023 | 2.5% |
View Wambolt & Associates, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-02-07 |
13F-HR | 2023-11-07 |
13F-HR | 2023-08-03 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-01 |
13F-HR | 2022-10-19 |
13F-HR | 2022-08-01 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-08 |
View Wambolt & Associates, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.